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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
451
Cooper Financial Group
California
$615K +$155K +4,198 +31%
MG
452
Mather Group
Illinois
$608K +$99K +2,683 +20%
WJA
453
Willis Johnson & Associates
Texas
$605K
EH
454
Equitable Holdings
New York
$604K +$69.9K +1,894 +12%
AAS
455
Ameritas Advisory Services
Nebraska
$594K -$8.3K -225 -1%
ADL
456
Asset Dedication LLC
California
$593K -$22.4K -607 -3%
NLGIA
457
Nippon Life Global Investors Americas
New York
$592K +$631K +17,100 New
SPC
458
Sigma Planning Corp
Michigan
$585K +$51.1K +1,385 +9%
SC
459
Steph & Co
Wisconsin
$585K -$33.3K -903 -5%
IAA
460
Independent Advisor Alliance
North Carolina
$584K +$55.6K +1,506 +10%
Federated Hermes
461
Federated Hermes
Pennsylvania
$583K +$410K +11,098 +193%
CC
462
Centiva Capital
New York
$580K +$619K +16,772 New
CPIG
463
Chicago Partners Investment Group
Illinois
$579K +$181K +4,897 +46%
OTL
464
Oak Thistle LLC
New York
$578K +$616K +16,701 New
JFG
465
Jefferies Financial Group
New York
$576K +$615K +16,650 New
Wolverine Trading
466
Wolverine Trading
Illinois
$576K +$322K +8,734 +110%
CFG
467
Citizens Financial Group
Rhode Island
$575K +$613K +16,604 New
LNWWM
468
Laird Norton Wetherby Wealth Management
California
$572K -$31.1K -843 -5%
HWM
469
HB Wealth Management
Georgia
$571K +$127K +3,440 +26%
D.E. Shaw & Co
470
D.E. Shaw & Co
New York
$566K +$604K +16,366 New
LA
471
Lakeside Advisors
Washington
$566K -$25.8K -700 -4%
IB
472
Intrust Bank
Kansas
$565K +$42K +1,137 +7%
SM
473
STF Management
Texas
$560K -$31.5K -854 -5%
AIM
474
AHL Investment Management
Florida
$559K +$596K +16,150 New
LSV Asset Management
475
LSV Asset Management
Illinois
$557K -$36.9K -1,000 -6%